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Caterpillar
CAT

Overview Fund Activity

2,267 hedge funds and large institutions have $82.8B invested in Caterpillar in 2023 Q1 according to their latest regulatory filings, with 166 funds opening new positions, 863 increasing their positions, 861 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,267
Holders Change
-5
Holders Change %
-0.22%
% of All Funds
36.28%
Holding in Top 10
43
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-28.33%
% of All Funds
0.69%
New
166
Increased
863
Reduced
861
Closed
119
Calls
$2.16B
Puts
$2.63B
Net Calls
-$471M
Net Calls Change
+$1.24B

Top Buyers

1
DZ Bank
DZ Bank
Germany
+$332M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$234M
3
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
+$172M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$155M
5
Renaissance Technologies
Renaissance Technologies
New York
+$154M

Top Sellers

1
M1FG
Mach-1 Financial Group
Arkansas
-$827M
2
Citadel Advisors
Citadel Advisors
Florida
-$447M
3
Barclays
Barclays
United Kingdom
-$295M
4
BlackRock
BlackRock
New York
-$277M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$198M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFI
376
Susquehanna Fundamental Investments
Pennsylvania
$9.2M – – –
PAI
377
Pittenger & Anderson Inc
Nebraska
$9.18M -$66.8K -292 -0.7%
SCA
378
Stillwater Capital Advisors
Pennsylvania
$9.17M +$9.17M +40,083 New
SWM
379
Stockman Wealth Management
Montana
$9.15M -$192K -838 -2%
FM
380
Freemont Management
Switzerland
$9.15M +$9.15M +40,000 New
CA
381
Cornerstone Advisors
North Carolina
$9.15M +$9.15M +40,000 New
NCM
382
Noesis Capital Mangement
Florida
$9.14M +$235K +1,027 +3%
LIA
383
LS Investment Advisors
Michigan
$9.08M -$192K -839 -2%
Tudor Investment Corp
384
Tudor Investment Corp
Connecticut
$9.02M +$9.02M +39,401 New
BRWA
385
B. Riley Wealth Advisors
Florida
$9.01M +$3.5M +15,282 +63%
PWLP
386
Prio Wealth Limited Partnership
Massachusetts
$9M -$168K -735 -2%
VF
387
Vest Financial
Virginia
$9M -$1.94M -8,468 -18%
MIA
388
MainStreet Investment Advisors
Illinois
$8.89M +$8.89M +38,833 New
SB
389
Simmons Bank
Arkansas
$8.75M +$252K +1,100 +3%
PCIA
390
Prime Capital Investment Advisors
Kansas
$8.72M +$5M +21,851 +134%
EI
391
Ethic Inc
New York
$8.71M +$2.24M +9,806 +35%
PP
392
Prudential plc
United Kingdom
$8.71M +$15.1K +66 +0.2%
Squarepoint
393
Squarepoint
New York
$8.7M -$1.97M -8,610 -18%
JIR
394
James Investment Research
Ohio
$8.62M +$237K +1,037 +3%
Fayez Sarofim & Co
395
Fayez Sarofim & Co
Texas
$8.6M +$370K +1,619 +4%
PI
396
PGGM Investments
Netherlands
$8.6M +$2.86M +12,517 +50%
IMRF
397
Illinois Municipal Retirement Fund
Illinois
$8.59M -$136K -594 -2%
Nomura Holdings
398
Nomura Holdings
Japan
$8.57M +$8.45M +36,919 +6,824%
CAM
399
ClariVest Asset Management
California
$8.53M +$8.53M +37,280 New
AWS
400
Atria Wealth Solutions
New York
$8.52M -$333K -1,456 -4%
14 15
16
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